Getting Started with Folders

Step 0: Overview and Help #

Before you begin, you can find a high-level overview of your organized and unfiled forms and views by navigating to:

• GravityOps → Folders4Gravity → Overview

This page provides counts of filed vs. unfiled items and quick links to the management screens.

Step 1: Create Your First Folder #

1. Navigate to:
   • Forms → Form Folders for organizing Gravity Forms
   • GravityKit → View Folders for organizing GravityView Views (if installed)
2. Find the field to enter a Folder Name.
3. Enter a folder name, such as “Client Forms — 2025” or “Nonprofit Campaigns,” and click Create Folder.

Now, you have an empty folder ready for organizing your forms or views.

Step 2: Assign Forms/Views to Folders #

1. Navigate to the Folder Management Screen for forms or views.
2. Under Assign Form(s) to a Folder (or Assign View(s) to a Folder for GravityView), use the multi-select dropdown to select one or more forms/views that you want to add to a folder.
3. Choose the folder you created earlier from the Select a Folder dropdown.
4. Click the Assign Form(s) or Assign View(s) button.
5. Alternatively navigate into the folder and assign from there.

Managing Unfiled Items #

Any forms or views that are not yet assigned to a folder are considered “unfiled.” You can manage these directly from the main Form Folders or View Folders management screens:

1. Look for the Assign Form(s) to a Folder widget on the management page.
2. The dropdown will list all forms/views that are currently available for assignment.
3. Selecting items and assigning them to a folder will instantly move them out of the “unfiled” pool and into your chosen structure.

Your forms/views are now placed into the folder, and the folder’s item count will update next to its name.